Imagine a country putting aside a part of its wealth, not just for today’s needs but as a cushion for unforeseen events, economic crises, or opportunities to grow its prosperity. That’s exactly what a sovereign wealth fund (SWF) does. Globally,...

Managing your investments isn’t a ‘set it and forget it’ task. Over time, markets fluctuate, goals evolve, and the risk you’re exposed to may drift away from what you originally planned. That’s where portfolio rebalancing comes in, a simple yet...

Ultra-high-net-worth individuals often seek investments beyond the usual equity or debt instruments. Alternative Investment Funds (AIFs) offer access to niche markets like private equity, venture capital, and hedge funds. But with this exclusivity comes complexity.  Let’s explore AIF funds, strategies,...

Are you looking for investment options beyond traditional assets like stocks and bonds? Many Indian investors are now searching for smarter, more flexible ways to grow their wealth. For high-net-worth individuals (HNIs), hedge funds have emerged as an alternative offering...

Returns from an investment can be estimated using both absolute returns and CAGR. Absolute returns measure the total return from an investment, irrespective of the time period. CAGR, on the other hand, is the return from an investment during a...

What are SIP Withdrawal Charges in Mutual Funds? The fund house levies mutual fund withdrawal charges or exit loads to discourage investors from redeeming their investments too quickly. These charges are part of the broader category of mutual fund fees...

Investment in mutual funds needs good understanding and knowledge. Nowadays, investors can gain all information related to mutual funds online. Investors can also compare different funds. However, a mutual fund distributor can help an investor put things in perspective for...

What is Expense Ratio in Mutual Fund? An expense ratio is the annual cost of managing and operating an investment fund, such as mutual funds or ETFs. It is calculated as a percentage of the fund’s total expenses and assets...